Delante Greer is a registered investment advisor at Opulentia, LLC, based in Huntvilley, MD, with 3 years of industry experience. Delante operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 127 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be waived or reduced at Opulentia's discretion. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
11350 McCormick Road, Executive Plaza 1, Suite 301, Huntvilley, MD, 21031
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Delante is a life and health insurance advisor affiliated with AIG, Athene, and Allianz. He is also a site coordinator for Ani Development Group.
Employment History
Current Registrations
Opulentia, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.